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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
3701
Jackson Thornton Wealth Management
Alabama
– -$217K -1,619 Closed
GG
3702
Golden Green
South Carolina
– -$217K -1,615 Closed
FIM
3703
Fernwood Investment Management
Massachusetts
– -$216K -1,608 Closed
NA
3704
Navellier & Associates
Nevada
– -$215K -1,600 Closed
FAM
3705
Family Asset Management
South Carolina
– -$213K -1,585 Closed
VAFP
3706
Vahanian & Associates Financial Planning
New York
– -$212K -1,583 Closed
AIFAIM
3707
American Institute for Advanced Investment Management
Arizona
– -$212K -1,578 Closed
SCA
3708
SMH Capital Advisors
Texas
– -$211K -1,572 Closed
ONSWM
3709
Old North State Wealth Management
North Carolina
– -$207K -1,543 Closed
KWM
3710
KFG Wealth Management
Indiana
– -$206K -1,538 Closed
BWM
3711
Boyd Wealth Management
California
– -$205K -1,527 Closed
MWP
3712
Madison Wealth Partners
Wisconsin
– -$204K -1,524 Closed
TDC
3713
Thompson Davis & Co
Virginia
– -$204K -1,522 Closed
CMS
3714
Capital Market Strategies
Florida
– -$204K -1,520 Closed
AFA
3715
American Financial Advisors
Georgia
– -$203K -1,511 Closed
ACA
3716
Ascension Capital Advisors
Texas
– -$202K -1,507 Closed
CWM
3717
ClientFirst Wealth Management
Arkansas
– -$202K -1,504 Closed
BLAM
3718
Bourne Lent Asset Management
New York
– -$201K -1,500 Closed
CCM
3719
Chickasaw Capital Management
Tennessee
– -$201K -1,500 Closed
QCIG
3720
Quad-Cities Investment Group
Iowa
– -$201K -1,500 Closed
VBFP
3721
Valtinson Bruner Financial Planning
Minnesota
– -$205K -1,499 Closed
NEPPG
3722
New England Professional Planning Group
Rhode Island
– -$201K -1,497 Closed
SPW
3723
Sonoma Private Wealth
California
– -$201K -1,497 Closed
SWM
3724
Seed Wealth Management
Illinois
– -$201K -1,496 Closed
FIM
3725
FWL Investment Management
Texas
– -$140K -1,043 Closed
146 147 148
149
150